set new students as 'primary billing contact' by default
It's currently possible to create and schedule a new student without identifying a primary billing contact, so that when invoicing is run from the calendar, if no billing contact was selected, no invoice is created for that student. If the 'primary billing contact' box was auto-checked (with the option to assign a different family member, if needed) this would eliminate that risk. Although this likely doesn't affect a studio whose clients are mostly children in families, this adjustment is necessary for any studio who works with a largely adult student population!
Kate Lanagan
shared this idea
This may be something we might consider for the upgrade. We would have to determine how to make the default for everyone involved. Number of votes for this will help in determining if this is something we can consider.
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Choi Fairbanks
commented
It doesn't make any sense to create a new student without identifying a primary billing contact. I don't know why you made it as checked or unchecked option. Can you explain? What is the purpose of this?